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Financial Planning and Analysis Analyst

Burnett Specialists

Houston, TX

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JOB DETAILS
SKILLS
Accounting, Accounting Close, Ad Hoc Financial Modeling, Analysis Skills, Budgeting, Business Operations, Capital Analysis, Capital Expenditure (CAPEX), Cash Flow, Communication Skills, Corporate Finance, Decision Support, ERP (Enterprise Resource Planning), Economics, External Audit, Finance, Financial Analysis, Financial Modeling, Financial Planning and Analysis (FP&A), Financial Reporting, Financial Statements, Forecasting, Liquidity, Loans, Manufacturing, Metrics, Multitasking, Operational Audit, Operational Support, Organizational Skills, Performance Analysis, Performance Metrics, Pricing, Problem Solving Skills, Profit & Loss, Reporting Dashboards, Strategic Planning, Treasury, Trend Analysis, Variance Analysis
LOCATION
Houston, TX
POSTED
15 days ago
Financial Planning & Analysis Analyst – Onsite Role - South Houston
FP&A Responsibilities: Financial Reporting & Analysis
  • Prepare monthly, quarterly, and annual financial reporting packages for management, lenders, and private equity sponsors.
  • Assist with preparation of Board of Directors and investor presentation materials.
  • Develop and maintain financial models, operating forecasts, and variance analyses.
  • Analyze operational and financial performance across manufacturing, leasing, and service business units.
  • Support monthly close review processes and assist with management commentary on operating results.
Lender & Compliance Reporting
  • Prepare borrowing base certificate reporting and supporting schedules.
  • Monitor and calculate bank covenant compliance metrics.
  • Coordinate reporting deliverables required under lending agreements and other financing arrangements.
  • Support treasury-related reporting and liquidity analysis.
Budgeting & Forecasting
  • Assist with annual budgeting and rolling forecast processes.
  • Work with department leaders to develop operating assumptions and track performance against plan.
  • Analyze working capital trends, cash flow, and capital expenditures.
Business Partnership & Operational Support
  • Partner with operations, manufacturing, and leasing teams to improve reporting visibility and financial insight.
  • Develop KPI dashboards and operational metrics to support decision-making.
  • Assist with ad hoc financial analysis related to pricing, profitability, utilization, and strategic initiatives.
Audit & External Reporting Support
  • Support external audit processes and requests.
  • Assist with preparation of schedules and analyses required by auditors, lenders, and other third parties.
FP&A Analyst Qualifications:
  • Bachelor’s degree in Finance, Accounting, Economics, or related field.
  • 2–5 years of experience in FP&A, corporate finance, or related analytical role.
  • Experience in manufacturing, industrials, energy services, leasing, or private equity-backed environments preferred.
  • Strong understanding of financial statements, budgeting, forecasting, and financial modeling.
  • Experience with lender reporting, covenant calculations, or borrowing base reporting preferred.
  • Advanced Excel skills required; experience with ERP systems and reporting tools preferred.
  • Strong communication, organizational, and problem-solving skills.
  • Ability to manage multiple priorities and work independently in a dynamic environment.



    HOUAC49

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    Burnett Specialists

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